In the News: Interest rates stand still: A look at the factors holding back cuts in 2024
As seen in this week’s Marietta Daily Journal, Bil Lako, CFP®, takes a closer look at our sticky inflation and what that may mean for Fed interest rate cuts.
In the News: Hidden Heroes of Tax Season: How A Financial Adviser Can Help
As seen in this week’s Marietta Daily Journal, Bil Lako, CFP®, explains how financial advisers can be your ultimate ally in navigating taxes and maximizing returns.
In the News: From ‘I do’ to ‘we will’: How marriage impacts your finances
As seen in this week’s Marietta Daily Journal, Bil Lako, CFP®, details how marriage changes more than just your relationship status. From shared expenses to retirement planning, learn how to navigate the financial impact of marriage in his latest article.
Thank You for Voting for Henssler Financial and John Dickson as Best of Cobb!
For the fifth consecutive year, readers of Cobb Life Magazine and the Marietta Daily Journal voted Henssler Financial as Best of Cobb, Investment Firm in the Real Estate and Finance subcategory. John Dickson, CPA, CVA, CFP®, of Henssler CPAs & Advisers, was voted Best Accountant for the fourth year.
In the News: Planning your retirement: Balancing Social Security and investment growth
Bil Lako, CFP®, explains that if you’re not supplementing your retirement withdrawals with your Social Security benefits, that means you will need to have a larger portion of your portfolio in a conservative investment to cover your spending needs.
In the News: Smart estate planning: Assets that work best for your heirs
As seen in the Marietta Daily Journal: Bil Lako, CFP® highlights some of the easiest assets to pass on to your heirs—especially those that pass by beneficiary designation.
In the News: From treasure to burden: The challenges of inheriting material wealth
As seen in this week’s Marietta Daily Journal: Bil Lako explains why it’s best to talk to your heirs to see if they even want what you have—and if they don’t, consider getting rid of it before you die.
In the News: Navigating new rules: Roth IRA rollover options for unused 529 Plan funds
As seen in the Marietta Daily Journal, Bil Lako, CFP® highlights your options if you have leftover funds in a 529 Plan—including the newest option of a Roth IRA rollover.
In the News: The role of irrevocable life insurance trusts in estate planning
As seen in this week’s Marietta Daily Journal, Bil Lako, CFP®, explains strategies for high-net-worth individuals can navigate changing estate tax exemptions using life insurance.
In the News: Found Money: Should You Use an Old 401(k) to Pay Off a Child’s Student Loans?
As seen in the Marietta Daily Journal, Bil Lako, CFP®, explains that parents often want to help their children, but dipping into retirement accounts for student loans may not be the best move.